Unclaimed
Justin Clegg is a financial professional with over 15 years of experience in the industry. Justin is currently registered with Fidelity Brokerage Services LLC. Prior to joining Fidelity Brokerage Services LLC, Justin worked at CHARLES SCHWAB & CO., INC. and VANGUARD MARKETING CORPORATION. Justin holds the Series 6, 7, 63 and SIE licenses. Justin has a wide range of experience and is committed to providing clients with personalized financial advice.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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2
RI
11/16/2023 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
AZ
09/28/2022 - 04/28/2023
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
AZ
07/10/2007 - 07/20/2022
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BC
Issued 08/17/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2011
Series 7 - General Securities Representative Examination
BC
Issued 07/09/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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